Smart Completions Help - Intergraph Smart Completions

PPMProduct: Intergraph Smart Completions
PPMCategory_custom: Help
Version_Completions: 5.5

Welcome to Smart Completions
Terms & Definitions
Acronyms
Smart Completions Overview
Basic Layout, Functions & Navigation
How to change settings of a Manager
How to use the Configuration Manager
What are Instances and Projects
How to create Work Breakdown Tree (WBS)
How to create Physical Location Tree (LBS)
How to create Systemization Tree (PBS)
How to Search or Browse a Manager
How to Purge/Restore a function
Configured Reports
Basic Manager Layout and Searching
Gear Icon
Workspace Tab
How to use the Help Menu
Instances vs. Projects
Notifications
Dashboards
What is the Workflow Log
What are Asset Types
How to Create/Edit Asset Types
What are Task Models
How to add a step to a Task Model
Managing certificates while closing a task model
How to Approve and Update a Planned Task
How to configure a Task Rejection Email
How to generate task model reports
Inspection Points/Steps
How to configure a QR Code on all pages of the Task
What is a User Application
What is Roles and Rights Tab
What is Interface Settings Tab
What is Workflow Settings Tab
What is Field Settings Tab
What is Companies/Resources Manager
How to Add/ Edit Companies
How to create New Resources/ System Users Accounts
How to Reset User Passwords
How to generate User Reports
What are Roles & Role Profiles
How to create Role Profiles
How to create New Role
What is Field Log
What is Import Manager
How to map a file to the database columns
Add Task ID to Import Type Manager
What are the best practices for Import Templates
How to import an Asset List
How to import a Document List
What are Import Companies
How to import a Loop List
How to import Loop Devices (Assets)
How to import Project Control Tasks (PCTs)
How to import Systemization (PBS)
Import Custody for Skyline
How to import Work Breakdown Structure (WBS)
How to view the import logs
Trouble Shooting - Imports
What is an Export Manager
How to create a new export
How to use the Criteria tab
How to use the Location and Scheduling Tab
Engineering Tab
Asset Disciplines
What is a Master Tag List (vAssets)
How to create a new Asset
How to assign Documents to Assets
How to access Asset Reports
Assets/Documents
How to create a new asset status
How to Assign status to asset
What are Document Types
What are Forms and Checklist Library
How to create a Form Record
How to insert Mail Merge Fields into a Form
How to generate Test Forms Index Report
How to import Instrument Calibration Equipment
How to pull calibrated equipment into tasks
What is RFI
What is the Documents and Drawings Manager
What is the Documents and Drawings Manager
Why do you need Document Configuration
How to name and maintain versions of a document
How to create new Documents
How to assign Assets to Documents
How to generate document reports
How to check out documents
What is the file sharing tool
How to access the file sharing tool
How to create a new record in File Library
Asset Packages
What are Loops
Packs (Cable)
Packs (Piping)
Project Control
Management of Change (MOC)
What is Management Of Change
How to configure MOC
How to create MOC
How to use the MOC workflow
How to generate MOC Reports
What are planned tasks
What are Tasks, by Assets
Task Assignment, By Assets
Generate Task Completions and Progress Reports
Preservation Tasks
Assigning Asset Preservation Tasks
Print Preservation Tasks for Execution
Generate Asset Preservation Tasks Reports
Control Loops
Creating Loop Tasks
Generate Loop Tests Reports
Preparation & Scheduling
Preservations, by Tasks
Planned Tasks
Job Cards
Job Cards Creation Wizard
Job Card Reports
Smart Forms
Work Packages
Create Work Packages
Generate Paper Work Packages
Management
Punchlist
Creating Punchlist or Carry Over Work (COW) Items
New Punchlist or COW item via Punchlists Manager
New Punchlist or COW item via Electronic Task Executing
Approving Punchlist or COW Items
Completing Approved Punchlist or COW Items
Closing Completed Punchlist or COW Items
Punchlist & COW Email Notifications within Workflow State
Generating Punchlist or COW Reports
Non-Compliances
Notice of Energization (NOE)
Creating a Notice of Energization (NOE)
Submitting a Notice of Energization (NOE)
Approving a Notice of Energization (NOE)
Closing a Notice of Energization (NOE)
Assurance Certificates
Certificate Creation Wizard
Assurance Certificates Types
Assurance Certificates Completion
Assurance Certificates Locking
Certificate Completion with Punchlist Exceptions
Safety Assurance
Handover and Turnover Packages
Creating a TOP and Assign TOP Content Requirements
Creating and Updating a TOP Transmittal
Generate Handover Packages Reports
Safety Isolation Overview
Safety Isolations Overview
Safety Isolations Navigation
Safety Isolations Development
Mobile Execution Solutions
Windows Mobile Application
Smart Completions Mobile Application Configuration (Windows)
Smart Completions Mobile Application Use (Windows)
Smart Completions Mobile Application Overview
Assets & Tags Manager (vAssets)
Documents Module
Tasks Module
How to add Reference Documents and Associated Punchlists (Online and Offline)
How to checkout/ execute a task with or without manage rights
How to download child assets and documents with packs
Punchlists Module
Adding Multiple Images
Preservations Module
Viewing Reference Documents to Preservation Tasks
Non-Compliances Module
"My" Modules
Sync Manager
Workpack module
Apple iOS Mobile Application
Smart Completions Mobile Application Configuration (Apple iOS)
Smart Completions Mobile Application Use (Apple iOS)
Smart Completions Mobile Application Overview
Assets & Tags Manager (vAssets)
Documents Module
Add Redlining capability to Documents
Tasks Module
Punchlists Module
Adding Annotations to Punchlist Items
Adding Multiple Images to Punchlist
Preservations Module
Non-Compliances Module
Routine Inspections Module
"My" Modules
Sync Manager
Document Upload Tool
Support, Copyright, and Legal Information
Hexagon PPM Policy Against Software Piracy
Copyright Notice
Completions Customer Support and Technical User Forum

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